Artificial Intelligence 5 January 2026

Lam Research stock jumps nearly 7% on fresh Aletheia “Buy” call as CES focus stays on AI

Shares of Lam Research rose about 6.9% to $208.15 on Tuesday after Aletheia Capital analyst Warren Lau began coverage with a buy rating and a $260 price target, saying new products could “further propel” the stock. The shares touched an intraday high of $208.55. StreetInsider.com

6 January 2026

Artificial Intelligence·NASDAQ:LRCX·Stock Market

BigBear.ai stock rises 4% as BBAI debt redemption deadline nears

Shares of BigBear.ai Holdings rose about 4.3% to $6.13 on Tuesday, after closing at $5.88 in the previous session. The stock traded between $5.81 and $6.21, with about 22 million shares changing hands.

6 January 2026

Artificial Intelligence·NASDAQ:BBAI·Stock Market

Qualcomm stock jumps at CES 2026 on Snapdragon X2 Plus AI PC launch and robotics push

Qualcomm shares rose about 3% on Tuesday after the chipmaker detailed new PC and robotics products at CES 2026, with the stock trading at $181.64 in morning deals. Semiconductor ETFs rose about 2.7% on the day.

6 January 2026

Artificial Intelligence·NASDAQ:QCOM·Robotics·Stock Market·Technology

Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

Sandisk Corp shares were up about 22% at $335 on Tuesday after touching an intraday high of $337.51, extending a sharp rally in flash-memory and storage stocks tied to artificial intelligence data centers.

6 January 2026

Artificial Intelligence·Data Centers·KRX:000660·NASDAQ:MU·NASDAQ:WDC·Stock Market·Technology

Micron stock jumps nearly 8% on AI-driven memory crunch bets — what’s next for MU

Micron Technology, Inc. shares rose 7.7% to $336.11 in mid-morning trade on Tuesday, extending a sharp early-year run for MU stock. The stock hit an intraday high of $336.31 after closing at $312.15 in the prior session.

6 January 2026

Artificial Intelligence·NASDAQ:MU·Stock Market·Technology

AMD stock slips after CES AI chip push puts OpenAI deal back in focus

Shares of Advanced Micro Devices fell about 1.3% to $218.11 in early trading on Tuesday, even after the chipmaker used the CES tech show in Las Vegas to spotlight new artificial-intelligence processors aimed at data centers and corporate customers. Nvidia’s stock rose about 1.6%.

6 January 2026

Artificial Intelligence·NASDAQ:AMD·NASDAQ:NVDA·Stock Market

Nvidia stock jumps after CEO says Rubin AI chips are “in full production” at CES

Nvidia shares rose 1.1% to $190.12 in early New York trade on Tuesday after CEO Jensen Huang said the chipmaker’s next-generation Vera Rubin platform is “in full production.” Huang told CES attendees the flagship Rubin server will use 72 graphics chips and 36 central processors and target a 10-fold gain in “token” efficiency — tokens are the small units AI models generate as output. Reuters

6 January 2026

Artificial Intelligence·NASDAQ:NVDA·NVIDIA·Stock Market

Zeta Global stock jumps in premarket after OpenAI deal for Athena AI marketing agent

Zeta Global Holdings Corp shares jumped 10.8% to $24.00 in premarket trading on Tuesday, after closing up 8.8% on Monday at $21.67. About 13.6 million shares changed hands in the prior session, above the stock’s recent daily pace. Investing.com

6 January 2026

Artificial Intelligence·NYSE:ZETA·Stock Market

US stock market: Vistra stock pops in premarket on $4.7B Cogentrix deal amid AI power-demand boom

Vistra shares were up 4.4% at $170.17 in premarket trading on Tuesday after the U.S. power producer said it would buy Cogentrix Energy from Quantum Capital Group in a deal valued at about $4.7 billion. TradingView+1

6 January 2026

Artificial Intelligence·Energy Sector·Mergers and Acquisitions·NYSE:VST

Adobe stock slips on Jefferies downgrade as AI payoff questioned — what to watch next

Adobe shares slipped on Monday after Jefferies downgraded the Photoshop maker to “hold,” arguing that the company’s push to monetise new artificial intelligence tools is not yet translating into faster growth. The stock ended down 0.5% at $331.56. Investing.com

6 January 2026

Artificial Intelligence·NASDAQ:ADBE·NYSE:IBM·Stock Market

Western Digital stock hits a 52-week high, then cools after-hours as AI memory squeeze grips traders

Western Digital shares steadied in after-hours trading on Monday after a whipsaw session that briefly lifted the data-storage maker toward a fresh 52-week peak. The stock last traded at $187.88, up 0.1%, after swinging between $182.77 and $195.75 during the session.

6 January 2026

Artificial Intelligence·NASDAQ:WDC·Stock Market

Zeta Global stock jumps on OpenAI partnership, fueling short-squeeze chatter in AI trade

Zeta Global shares jumped nearly 9% on Monday after the marketing technology firm said it will collaborate with OpenAI to power Athena, a tool it says can answer marketing questions and recommend actions for teams. The announcement, made at CES 2026, included expanded beta access for Athena’s first two applications and a plan to launch the product to all customers by the end of the first quarter, the company said. “We’ve formed many partnerships throughout Zeta’s history, but none will be more instrumental than the one we are embarking on with OpenAI,” CEO David A. Steinberg said. Business Wire

6 January 2026

Artificial Intelligence·NASDAQ:ZETA·Stock Market

Nvidia says Rubin chips are in full production at CES 2026 as Mercedes adopts DRIVE AV

Nvidia CEO Jensen Huang said at CES in Las Vegas on Monday that the company’s next-generation Vera Rubin AI platform is in full production and can deliver five times the artificial-intelligence computing of its previous chips when running chatbots and other applications. He said Rubin uses a proprietary kind of data to reach that gain, adding: “This is how we were able to deliver such a gigantic step up in performance.” The push comes as rivals such as Advanced Micro Devices and in-house chips from customers like Alphabet’s Google compete more aggressively for the market of running trained AI models at scale. Reuters

6 January 2026

Artificial Intelligence·NASDAQ:NVDA·NVIDIA·Technology·XETRA:MBG

Lam Research stock (LRCX) jumps 5% as CES 2026 AI headlines fuel chip-equipment rally

Lam Research shares closed up 5.3% at $194.76 on Monday and were steady in after-hours trading, as chip-equipment makers extended a sharp early-2026 rally. StockAnalysis

6 January 2026

Artificial Intelligence·NASDAQ:LRCX·Semiconductors·Stock Market

GOOG stock edges up after Samsung targets 800 million Gemini-powered “Galaxy AI” devices in 2026

Alphabet’s Class C shares, which carry no voting rights, were up 0.7% at $317.32 in after-hours trading on Monday.

5 January 2026

Artificial Intelligence·NASDAQ:GOOG

Microsoft stock: MSFT steadies after Osmos deal to boost Fabric’s agentic AI data tools

Microsoft said on Monday it will acquire Osmos, an “agentic AI” data engineering platform, adding automation features to its Microsoft Fabric analytics product. Microsoft shares ended down 0.02% at $472.85 and were little changed in after-hours trading. The Official Microsoft Blog

5 January 2026

Artificial Intelligence·Microsoft·NASDAQ:MSFT·Stock Market·Technology

Qualcomm stock rises on Google auto AI tie-up, Snapdragon X2 laptop push at CES 2026

Qualcomm Incorporated shares rose on Monday after the chip designer and Alphabet’s Google broadened their automotive partnership at CES in Las Vegas. The stock was up about 1.7% at $175.96 in afternoon trade, after rising as much as 3.4% earlier.

5 January 2026

Artificial Intelligence·NASDAQ:GOOGL·NASDAQ:QCOM·Stock Market·Technology

Western Digital (WDC) stock whipsaws as AI memory crunch drives storage trade

Western Digital Corp shares reversed early gains on Monday as investors re-priced the crowded “AI infrastructure” trade across storage and memory-linked names. The stock was down 0.9% at $186.00 in afternoon trading, after rising as much as 4.3% and trading between $182.77 and $195.75.

5 January 2026

Artificial Intelligence·NASDAQ:WDC·Stock Market·Technology

Caterpillar stock rises as CAT tees up CES 2026 AI keynote, expands Nvidia tie-up

Caterpillar shares rose about 2.7% on Monday after the heavy-equipment maker said it will showcase new Industrial AI and autonomy initiatives at CES 2026 and deepen its collaboration with Nvidia. Caterpillar Investors

5 January 2026

Artificial Intelligence·Business Partnerships·NASDAQ:NVDA·NYSE:CAT·NYSE:DE·Stock Market

Lam Research stock jumps 6% as chip-tool rally builds on BofA AI call ahead of CES

Lam Research stock climbed about 6.4% to $196.90 in late-morning New York trading on Monday, valuing the chip equipment maker at about $162 billion. The shares touched $198.34 earlier in the session, market data showed.

5 January 2026

Artificial Intelligence·NASDAQ:LRCX·Semiconductors·Stock Market·Technology

Artificial Intelligence 5 January 2026 - 6 January 2026